As a Third Party Administrator, Saltmarsh provides a full range of administrative, consultative and advisory services for all types of defined contribution plans. Our team of retirement plan consultants are well-versed in all areas of plan administration, from compliance audits and accounting to governmental reporting and testing. From installation to ongoing administration, our objective is to provide prompt, accurate and reliable service for both you and your participants. We stand by you every step of the way.
We offer a full range of administrative and consultative services for the following plan types:
Our retirement plan consultants partner with you to identify key plan features and design a customized offering that will maximize your benefit as a plan sponsor, while also providing peace of mind for your employees as they strive to achieve financial independence and their retirement saving goals.
We have found that the unbundled approach to retirement plan administration serves our client needs best. Therefore, we provide plan administration in conjunction with an independent Investment Advisor. When there is a separate TPA, Record-keeper/Custodian and Investment Advisor, each can provide a more focused level of service.
This partnership allows us to focus on plan administration and compliance while the advisor focuses on providing the quality investment advice and guidance that you need to run a successful retirement plan.
Benefits include:
DESTIN/FORT WALTON BEACH
(850) 243-6713
ORLANDO
(407) 203-8990
NASHVILLE
(615) 661-0885
PENSACOLA
(850) 435-8300
TAMPA
(813) 287-1111
info@saltmarshcpa.com
(800) 477-7458